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Eric Jon Munkeby

MY LEGACY ADVISORS, LLC·HOPKINS, Minnesota
Unclaimed Profile
6 - 10TH AVE N, HOPKINS, MN 55343CRD# 2117283Firm CRD# 290675
01

About

Eric Jon Munkeby is a registered financial advisor based in HOPKINS, Minnesota, affiliated with MY LEGACY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MY LEGACY ADVISORS, LLC
MY LEGACY ADVISORS, LLC
AUM
$374M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at MY LEGACY ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2117283
Firm CRD# 290675
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric Jon Munkeby offer?
Eric Jon Munkeby specializes in Financial Planning, Investment Management. Contact their office in HOPKINS, Minnesota for a consultation.
What are Eric Jon Munkeby's credentials?
Eric Jon Munkeby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Jon Munkeby located?
Eric Jon Munkeby is based in HOPKINS, Minnesota, working with MY LEGACY ADVISORS, LLC. Their office serves clients in the HOPKINS metropolitan area and surrounding communities.
How does Eric Jon Munkeby charge for services?
Eric Jon Munkeby's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MY LEGACY ADVISORS, LLC?
MY LEGACY ADVISORS, LLC has approximately 10 employees and manages $374M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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